PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$421M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10.2M
3
+$3.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.79M
5
LIN icon
Linde
LIN
+$2.34M

Top Sells

1
+$11M
2
+$9.96M
3
+$5.29M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
PEP icon
PepsiCo
PEP
+$1.34M

Sector Composition

1 Technology 10.81%
2 Consumer Staples 4.51%
3 Healthcare 3.95%
4 Communication Services 3.82%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14.1K ﹤0.01%
95
-32
402
$14.1K ﹤0.01%
101
-7
403
$14.1K ﹤0.01%
144
404
$14.1K ﹤0.01%
18
+1
405
$14.1K ﹤0.01%
296
406
$13.9K ﹤0.01%
124
-26
407
$13.8K ﹤0.01%
231
+14
408
$13.7K ﹤0.01%
192
409
$13.7K ﹤0.01%
739
+632
410
$13.6K ﹤0.01%
282
+12
411
$13.6K ﹤0.01%
156
412
$13.6K ﹤0.01%
342
413
$13.3K ﹤0.01%
357
414
$13.1K ﹤0.01%
585
415
$13.1K ﹤0.01%
46
+14
416
$13.1K ﹤0.01%
173
-4,423
417
$12.8K ﹤0.01%
38
+35
418
$12.8K ﹤0.01%
196
419
$12.7K ﹤0.01%
85
+18
420
$12.6K ﹤0.01%
88
421
$12.6K ﹤0.01%
274
-26
422
$12.6K ﹤0.01%
185
423
$12.5K ﹤0.01%
600
424
$12.5K ﹤0.01%
32
425
$12.4K ﹤0.01%
200
15 16
17
18 19